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- Tasks: Manage UHNW client portfolios and build strong client relationships.
- Company: Join a leading firm specialising in bespoke investment strategies for ultra-high-net-worth clients.
- Benefits: Enjoy competitive salary, flexible working options, and professional development opportunities.
- Why this job: Be part of a dynamic team making impactful investment decisions for prestigious clients.
- Qualifications: 6-10 years in Private Wealth Investment Management; Chartered Wealth Manager or equivalent required.
- Other info: Opportunity to work closely with senior leadership and influence high-stakes investment strategies.
The predicted salary is between 72000 - 108000 £ per year.
The Senior Investment Manager role will work closely with a Senior Investment Director managing a significant sized client book of UHNW Private Client portfolios on a Bespoke & Advisory basis. The Senior Investment Manager will focus on Client Relationship Management and will be confident in preparing and presenting to prospective UHNW clients, managing their Investment Portfolios and building client relationships.
The Senior Investment Manager will be responsible for Multi Asset Class Portfolio construction and modelling and implementation of Private client’s investment strategy. Be responsible for investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice.
The Senior Investment Manager will have a strong interest in investment research and an understanding of macro-economics, working with the Investment Research team but also when required carrying out independent research and providing investment recommendations to clients.
- 6-10 years Private Wealth Investment Management experience – managing investment client portfolios (UHNW / HNW)
- Level 6/7 qualified – Chartered Wealth Manager, PCIAM or CFA Charterholder
- Ability to advise UK HNW clients on securities and derivatives, and holds SPS Degree qualification or equivalent
- Strong knowledge of financial markets and Multi asset classes
- Experience in researching and analysing investments
Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with UHNW clients. Attend industry events and seminars to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends in investment strategies and macro-economics. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to prospective clients.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience managing UHNW portfolios. Highlight your successes and how you tailored investment strategies to meet individual client needs, showcasing your expertise in client relationship management.
✨Tip Number 4
Familiarise yourself with the unique challenges and opportunities faced by family offices. Understanding their specific investment goals and risk tolerance will position you as a knowledgeable candidate who can effectively manage complex advisory clients.
We think you need these skills to ace Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Private Wealth Investment Management, particularly with UHNW clients. Emphasise your qualifications such as Chartered Wealth Manager or CFA Charterholder, and detail your specific achievements in managing investment portfolios.
Craft a Compelling Cover Letter: In your cover letter, focus on your client relationship management skills and your ability to present investment strategies to prospective clients. Use specific examples from your past experiences that demonstrate your expertise in multi-asset class portfolio construction and macro-economic understanding.
Showcase Your Research Skills: Highlight your interest and experience in investment research. Mention any independent research you've conducted and how it has influenced your investment recommendations. This will show your proactive approach and depth of knowledge in the field.
Prepare for Interviews: If you get called for an interview, be ready to discuss your investment strategies and how you manage client relationships. Prepare to answer questions about your experience with bespoke advisory clients and your approach to portfolio modelling and implementation.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Client Relationship Skills
As a Senior Investment Manager, your ability to build and maintain relationships with UHNW clients is crucial. Prepare examples of how you've successfully managed client portfolios in the past, focusing on your communication and interpersonal skills.
✨Demonstrate Your Investment Knowledge
Be ready to discuss your understanding of multi-asset class portfolio construction and investment strategies. Brush up on recent market trends and be prepared to share your insights on macro-economics and how they impact investment decisions.
✨Prepare for Technical Questions
Expect technical questions related to securities, derivatives, and investment research. Review your qualifications and be ready to explain complex concepts clearly, showcasing your expertise as a Chartered Wealth Manager or CFA Charterholder.
✨Research the Company and Its Clients
Familiarise yourself with the company’s approach to wealth management and its client base. Understanding their bespoke strategies will help you tailor your responses and demonstrate your alignment with their values and objectives.
